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Customer Experience Management Training 2010
Learn How to Design
a Performance-Driven
and Memorable
Customer Experience
January 25ā€“26, 2010
Arlington, VA




Customer Experience
                         Management Training 2010
   Maximize the           You Will Learn to:
   Customer               Deļ¬ne Your Customer Experience Intent
                          Identify the customerā€™s wants and needs to design your approach towards
   Experience             enhanced customer experience and improved proļ¬ts
   to Improve             Understand ā€œExperience Disconnectsā€ from the Customer Perspective
                          Learn how poor experiences inļ¬‚uence customer satisfaction and ways to avoid
   Customer               under-delivering on consumer expectations
   Satisfaction,          Learn How to Engage Employees in Experience Creation and Delivery
   Loyalty and            Enable employees to work towards creating memorable customer experiences

                          Utilize Key Metrics to Monitor and Measure Customer Experience
   Proļ¬tability           Incorporate customer and employee performance metrics into your existing
                          performance management system for improved results


In Association with:



                                                         www.ASMIweb.com/Customer 1
                                                            www.ASMIweb.com/Customer
day one
                   Customer Experience Management Training 2010

                   January 25, 2010
                   8:30
                   Conference Registration & Continental Breakfast


                   9:00
                   Be Proactive with the Customer Experience
                     Build a business case for enhancing customer experience
                     Integrate experience into product design
                     Identify and communicate the ROI of the customer experience


                   10:15
                   Break & Refreshments


                   10:30
                   Live Your Customerā€™s Experience Today
                     Determine your current customer touch points
                     Understand touch point transactions
                     Map the current state experience


                   12:00
                   Lunch Break




          who should attend:
          All C-Level, VPā€™s, Managers and Directors of:
            Customer Experience                                         Strategy & Development Communications
            Customer Service, Care & Support                            Operations
            Customer Loyalty, Satisfaction & Retention                  Technical Support
            Training & Development                                      Sales




2         www.ASMIweb.com/Customer
day one
       Customer Experience Management Training 2010

       January 25, 2010
       1:00
       Analyze the Customer Experience
         Objectively assess the current customer experience
         Place yourself in the mindset of the customer
         Utilize customer data and determine new methods of generating customer proļ¬les


       2:15
       Break & Refreshments


       2:30
       Enable the Customer Experience
         Integrate the human factor in enabling and promoting the customer experience
         Educate employees on the value of the customer experience and engage them to act
         Build a supportive reward and recognition system


       4:30
       Day One Adjourns




top ļ¬ve reasons to attend:
 Sell the value       Measure the ROI        Integrate              Develop                 Engage
 great customer       of enhancing           the customer           employee                employees on
 experience has on    the customer           experience into        performance             the value of
 proļ¬tability         experience in          product design         metrics into            the customer
                      both products          and marketing          existing                experience with
                      and services                                  performance             a reward and
                                                                    management              recognition
                                                                    initiatives             system




                                                                               www.ASMIweb.com/Customer            3
day two
                 Customer Experience Management Training 2010

                 January 26, 2010
                 8:30
                 Continental Breakfast


                 9:00
                 Design the Customer Experience
                   Recognize the difference between physical and emotional experience design
                   Segment experiences by customer types and customer values
                   Prioritize touch point experiences and avoid technology traps


                 10:15
                 Break & Refreshments


                 10:30
                 Use a Hands-On Approach to Customer Experience
                   Take the knowledge learned so far and apply it using a hands-on approach
                   Create your own experience design
                   Set experience standards along the way


                 12:00
                 Lunch Break


                 1:00
                 Execute the Customer Experience
                   Generate buy-in from the executive suite down to the shop ļ¬‚oor
                   Communicate the need for a memorable customer experience with your employees
                   Maintain focus and engagement through the customer experience process


                 2:45
                 Break & Refreshments


                 3:00
                 Measure Experience Achievement
                   Set experience performance metrics for the customer and the employee
                   Refer to Balanced Scorecards and performance monitoring systems to track measures and metrics
                   Utilize historical data to improve your customer experience


                 4:30
                 Training Adjourns




4         www.ASMIweb.com/Customer
Customer Experience Management Training 2010

           In-House Training
           One of the more popular vehicles for accessing the Instituteā€™s educational offerings is the delivery of on-site
           trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to
           customize a program that addresses your exact challenges and provides a more personal learning experience,
           while virtually eliminating travel expenses. Whether you require training for a small group or for an organizational-
           wide initiative, the advanced learning methods employed by the Institute will create an intimate training
           atmosphere that maximizes knowledge transfer to enhance the talent within your organization.

           CUSTOMIZATION
           We realize that not all obstacles can be overcome by applying an ā€œoff-the-shelf solutionā€. While many training
           providers will offer you some variation of their standard training, the Instituteā€™s subject matter experts will work
           with you and your team to examine your programs and determine your exact areas of need. The identiļ¬cation
           of real life examples will create a learning atmosphere that resonates with participants while at the same time
           providing immediate return on your training investment. Using interactive exercises that employ actual projects
           or scenarios from your organization, instructors can address speciļ¬c challenges and align the curriculum of each
           session to your objectives. While the majority of on-site trainings are focused on smaller groups, the Institute also
           has the ability to accommodate organizational-wide training initiatives. Utilizing multiple instructors, the Institute
           has the capacity to deliver courses to groups of up to 300 participants per day.

           AREAS OF EXPERTISE
           On-site delivery of single courses, certiļ¬cation programs and entire packages of specialized courses are available
           in the following areas:
             Strategic Planning                      Workforce Management                     Program Evaluation
             Performance Measurement                 Budgeting and Forecasting                Administrative Management
             Project Management                      Contracting                              Change Management
             Lean Six Sigma                          Performance Reporting                    Balanced Scorecard

           For more information about in-house training options available to you, please contact Blake Humble at
           858-866-9532 or email him at Blake.Humble@ASMIweb.com



speaker biography

               Roy A. Barnes
               Senior Fellow, ASMI; Former SVP, Marriot Vacation Club International; President, Blue Space Consulting
               Mr. Barnes is currently head of Blue Space Consulting, an Orlando-based consulting ļ¬rm specializing in strategic
               planning, customer experience design and change management.

Formerly Senior Vice-President for Customer Experience and Development with Marriott Vacation Club, Roy was responsible for
both global strategic management and customer vacation experience strategy for Marriott Vacation Club International (MVCI), the
leisure/vacation ownership division of Marriott International.

A twenty year veteran of the hospitality business, he has successfully led efforts both within Marriott International and MVCI to
improve operations, process management and performance accountability at all organizational levels. Co-leading efforts at
Marriott International on Sales 2000, a top to bottom restructuring of the Sales and Marketing effort as well as leading the process
re-engineering work with MVCIā€™s Customer Relationship Management effort, Mr. Barnes is well acquainted with all aspects of the
organizational challenges of customer focused business transformation.

Mr. Barnes graduated from Grinnell College and is a frequent guest lecturer (Cornell University, University of Maryland, Fordham,
University of Central Florida). Mr. Barnes is currently a member of the editorial board of 1to1 Magazine.

                                                                                          www.ASMIweb.com/Customer                     5
Customer Experience Management Training 2010

    Logistics & Registration
    Venue and Hotel:                                        Cancellation Policy
                                                            For live events: ASMI will provide a full refund less $399
    Customer Experience Management Training 2010            administration fee for cancellations four weeks before the event.
    will be held at the Performance Instituteā€™s Training    If cancellation occurs within two weeks prior to conference start
    Center in Arlington, VA, just one block east of the     date, no refund will be issued. Registrants who fail to attend
                                                            and do not cancel prior to the event will be charged the entire
    Courthouse stop on the Orange Line of the DC            registration fee.
    Metro. A public parking garage is located inside
    of the building for $10/day. Continental breakfast,     All the cancellation requests need to be made online. Your
    refreshments and lunch will be provided for delegates   conļ¬rmation email contains links to modify or cancel registrations.
                                                            Please note that the cancellation is not ļ¬nal until you receive a
    on each day.                                            written conļ¬rmation.
    The Performance Institute Conference Center
                                                            Payment must be secured prior to the conference. If payment
    1515 N. Courthouse Rd., Suite 600                       is not received by the conference start date, a method of
    Arlington, VA 22201                                     payment must be presented at the time of registration in order to
    877-992-9522                                            guarantee your participation at the event.

    A limited number of rooms have been reserved at
    the Arlington Rosslyn Courtyard by Marriott at the      Quality Assurance
                                                            ASMI strives to provide you with the most productive and
    prevailing rate of $209.00 until December 25, 2009.     effective educational experience possible. If after completing
    Please call the hotel directly and reference code       the course you feel there is some way we can improve, please
    ā€œCustomer Experienceā€ when making reservations          write your comments on the evaluation form provided upon your
    to get the discounted rate. The hotel is conveniently   arrival. Should you feel dissatisļ¬ed with your learning experience
                                                            and wish to request a credit or refund, please submit it in writing
    located three blocks from the Rosslyn Metro station.    no later than 10 business days after the end of the training to:
    Please ask the hotel about a complimentary shuttle
    that is also available for your convenience.            ASMI: Corporate Headquarters
                                                            805 15th Street NW
    Arlington Rosslyn Courtyard by Marriott                 3rd Floor
    1533 Clarendon Blvd.                                    Washington, D.C. 20005
    Arlington, VA 22209
                                                            Note: As speakers are conļ¬rmed six months before the event,
    Phone: 703-528-2222 / 1-800-321-2211                    some speaker changes or topic changes may occur in the
    www.courtyardarlingtonrosslyn.com                       program. ASMI is not responsible for speaker changes, but will
                                                            work to ensure a comparable speaker is located to participate in
                                                            the program.
    Tuition & Group Discounts:                              If for any reason ASMI decides to cancel this conference, ASMI
    The tuition rate for attending the Customer             accepts no responsibility for covering airfare, hotel or other costs
                                                            incurred by registrants, including delegates, sponsors and guests.
    Experience Management Training 2010 is as follows:

     Early Bird Rate             Regular Rate               Discounts
     $1499                       $1599                      ā€¢ All ā€˜Early Birdā€™ Discounts must require payment at time of
                                                              registration and before the cut-off date in order to receive any
                                                              discount.
    For more information on group discounts please          ā€¢ Any discounts offered whether by ASMI (including team
                                                              discounts) must also require payment at the time of registration.
    contact Blake Humble at 858-866-9352 or email           ā€¢ All discount offers cannot be combined with any other offer.
    him at Blake.Humble@ASMIWeb.com.                        ā€¢ Discounts cannot be applied retroactively




6   www.ASMIweb.com/Customer
Customer Experience Management Training 2010

Logistics & Registration
to register
           Call                                 Fax this Form to                    Visit
           877-992-9522                         866-234-0680                        www.ASMIweb.com/Customer



 Registration Form
        Yes! Register me for Customer Experience Management Training 2010
        Please call me. I am interested in a special Group Discount for my team


 Delegate Information


 Name                                                                       Title




 Organization                                                               Dept.




 Address




 City                                                                       State                  Zip




 Telephone                                              Fax                            Email




 Payment Information:
   Check
   Purchase Order / Training Form
   Credit Card


 Credit Card Number                                           Expiration Date                      Veriļ¬cation no.




 Name on Card                                                 Billing Zip



 Please make checks payable to: The Performance Institute


 Priority Code: B304-WEB




                                                                                        www.ASMIweb.com/Customer     7
ASMIā€™s vision
In this challenging economic landscape, organizations must develop and execute
innovative strategies to survive and thrive. Performance and process improvement
methodologies give managers the tools they need to run leaner, more efļ¬cient businesses.
The mission of the American Strategic Management Institute (ASMI) is to connect business
leaders with best-in-class practices and training to address management challenges
and improve results. ASMI has grown into one of the nationā€™s most innovative training
providers, combining market research and industry insight to deliver experiences and tools
to inspire leaders and grow businesses. Through virtual sessions, national summits, training
programs and consulting services, ASMI brings together leaders to share insights, ideas
and actions to transform organizations.

Areas of Focus:
  Performance Management: Using business analytics to drive strategy
  Process Improvement: Leaning processes for efļ¬ciency and quality improvement
  Financial Management: Budgeting and forecasting for better decision-making
  Project Management: Managing projects to deliver results on time, within scope and in budget
  Leadership Development: Building leadership skills to manage in times of change and conļ¬‚ict

Services:


Virtual Training Brieļ¬ngs 90-minute training sessions for the latest tools and
techniques to deliver results.



National Summits National events allowing business leaders to share best practices
and strategies for success.



Training Programs Methodology-based training modules in management
competencies, offered publicly or custom-designed for your organization



Consulting Services Field experts who can bring bold change to your workforce,
planning processes.




ASMI Corporate Headquarters
805 15th Street, NW, 3rd Floor
Washington, DC 20005
Ph: 877-992-9522 Fax: 866-234-0680
www.ASMIweb.com

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B304

  • 1. Customer Experience Management Training 2010 Learn How to Design a Performance-Driven and Memorable Customer Experience January 25ā€“26, 2010 Arlington, VA Customer Experience Management Training 2010 Maximize the You Will Learn to: Customer Deļ¬ne Your Customer Experience Intent Identify the customerā€™s wants and needs to design your approach towards Experience enhanced customer experience and improved proļ¬ts to Improve Understand ā€œExperience Disconnectsā€ from the Customer Perspective Learn how poor experiences inļ¬‚uence customer satisfaction and ways to avoid Customer under-delivering on consumer expectations Satisfaction, Learn How to Engage Employees in Experience Creation and Delivery Loyalty and Enable employees to work towards creating memorable customer experiences Utilize Key Metrics to Monitor and Measure Customer Experience Proļ¬tability Incorporate customer and employee performance metrics into your existing performance management system for improved results In Association with: www.ASMIweb.com/Customer 1 www.ASMIweb.com/Customer
  • 2. day one Customer Experience Management Training 2010 January 25, 2010 8:30 Conference Registration & Continental Breakfast 9:00 Be Proactive with the Customer Experience Build a business case for enhancing customer experience Integrate experience into product design Identify and communicate the ROI of the customer experience 10:15 Break & Refreshments 10:30 Live Your Customerā€™s Experience Today Determine your current customer touch points Understand touch point transactions Map the current state experience 12:00 Lunch Break who should attend: All C-Level, VPā€™s, Managers and Directors of: Customer Experience Strategy & Development Communications Customer Service, Care & Support Operations Customer Loyalty, Satisfaction & Retention Technical Support Training & Development Sales 2 www.ASMIweb.com/Customer
  • 3. day one Customer Experience Management Training 2010 January 25, 2010 1:00 Analyze the Customer Experience Objectively assess the current customer experience Place yourself in the mindset of the customer Utilize customer data and determine new methods of generating customer proļ¬les 2:15 Break & Refreshments 2:30 Enable the Customer Experience Integrate the human factor in enabling and promoting the customer experience Educate employees on the value of the customer experience and engage them to act Build a supportive reward and recognition system 4:30 Day One Adjourns top ļ¬ve reasons to attend: Sell the value Measure the ROI Integrate Develop Engage great customer of enhancing the customer employee employees on experience has on the customer experience into performance the value of proļ¬tability experience in product design metrics into the customer both products and marketing existing experience with and services performance a reward and management recognition initiatives system www.ASMIweb.com/Customer 3
  • 4. day two Customer Experience Management Training 2010 January 26, 2010 8:30 Continental Breakfast 9:00 Design the Customer Experience Recognize the difference between physical and emotional experience design Segment experiences by customer types and customer values Prioritize touch point experiences and avoid technology traps 10:15 Break & Refreshments 10:30 Use a Hands-On Approach to Customer Experience Take the knowledge learned so far and apply it using a hands-on approach Create your own experience design Set experience standards along the way 12:00 Lunch Break 1:00 Execute the Customer Experience Generate buy-in from the executive suite down to the shop ļ¬‚oor Communicate the need for a memorable customer experience with your employees Maintain focus and engagement through the customer experience process 2:45 Break & Refreshments 3:00 Measure Experience Achievement Set experience performance metrics for the customer and the employee Refer to Balanced Scorecards and performance monitoring systems to track measures and metrics Utilize historical data to improve your customer experience 4:30 Training Adjourns 4 www.ASMIweb.com/Customer
  • 5. Customer Experience Management Training 2010 In-House Training One of the more popular vehicles for accessing the Instituteā€™s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for a small group or for an organizational- wide initiative, the advanced learning methods employed by the Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION We realize that not all obstacles can be overcome by applying an ā€œoff-the-shelf solutionā€. While many training providers will offer you some variation of their standard training, the Instituteā€™s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identiļ¬cation of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address speciļ¬c challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, the Institute also has the ability to accommodate organizational-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE On-site delivery of single courses, certiļ¬cation programs and entire packages of specialized courses are available in the following areas: Strategic Planning Workforce Management Program Evaluation Performance Measurement Budgeting and Forecasting Administrative Management Project Management Contracting Change Management Lean Six Sigma Performance Reporting Balanced Scorecard For more information about in-house training options available to you, please contact Blake Humble at 858-866-9532 or email him at Blake.Humble@ASMIweb.com speaker biography Roy A. Barnes Senior Fellow, ASMI; Former SVP, Marriot Vacation Club International; President, Blue Space Consulting Mr. Barnes is currently head of Blue Space Consulting, an Orlando-based consulting ļ¬rm specializing in strategic planning, customer experience design and change management. Formerly Senior Vice-President for Customer Experience and Development with Marriott Vacation Club, Roy was responsible for both global strategic management and customer vacation experience strategy for Marriott Vacation Club International (MVCI), the leisure/vacation ownership division of Marriott International. A twenty year veteran of the hospitality business, he has successfully led efforts both within Marriott International and MVCI to improve operations, process management and performance accountability at all organizational levels. Co-leading efforts at Marriott International on Sales 2000, a top to bottom restructuring of the Sales and Marketing effort as well as leading the process re-engineering work with MVCIā€™s Customer Relationship Management effort, Mr. Barnes is well acquainted with all aspects of the organizational challenges of customer focused business transformation. Mr. Barnes graduated from Grinnell College and is a frequent guest lecturer (Cornell University, University of Maryland, Fordham, University of Central Florida). Mr. Barnes is currently a member of the editorial board of 1to1 Magazine. www.ASMIweb.com/Customer 5
  • 6. Customer Experience Management Training 2010 Logistics & Registration Venue and Hotel: Cancellation Policy For live events: ASMI will provide a full refund less $399 Customer Experience Management Training 2010 administration fee for cancellations four weeks before the event. will be held at the Performance Instituteā€™s Training If cancellation occurs within two weeks prior to conference start Center in Arlington, VA, just one block east of the date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire Courthouse stop on the Orange Line of the DC registration fee. Metro. A public parking garage is located inside of the building for $10/day. Continental breakfast, All the cancellation requests need to be made online. Your refreshments and lunch will be provided for delegates conļ¬rmation email contains links to modify or cancel registrations. Please note that the cancellation is not ļ¬nal until you receive a on each day. written conļ¬rmation. The Performance Institute Conference Center Payment must be secured prior to the conference. If payment 1515 N. Courthouse Rd., Suite 600 is not received by the conference start date, a method of Arlington, VA 22201 payment must be presented at the time of registration in order to 877-992-9522 guarantee your participation at the event. A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the Quality Assurance ASMI strives to provide you with the most productive and prevailing rate of $209.00 until December 25, 2009. effective educational experience possible. If after completing Please call the hotel directly and reference code the course you feel there is some way we can improve, please ā€œCustomer Experienceā€ when making reservations write your comments on the evaluation form provided upon your to get the discounted rate. The hotel is conveniently arrival. Should you feel dissatisļ¬ed with your learning experience and wish to request a credit or refund, please submit it in writing located three blocks from the Rosslyn Metro station. no later than 10 business days after the end of the training to: Please ask the hotel about a complimentary shuttle that is also available for your convenience. ASMI: Corporate Headquarters 805 15th Street NW Arlington Rosslyn Courtyard by Marriott 3rd Floor 1533 Clarendon Blvd. Washington, D.C. 20005 Arlington, VA 22209 Note: As speakers are conļ¬rmed six months before the event, Phone: 703-528-2222 / 1-800-321-2211 some speaker changes or topic changes may occur in the www.courtyardarlingtonrosslyn.com program. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program. Tuition & Group Discounts: If for any reason ASMI decides to cancel this conference, ASMI The tuition rate for attending the Customer accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Experience Management Training 2010 is as follows: Early Bird Rate Regular Rate Discounts $1499 $1599 ā€¢ All ā€˜Early Birdā€™ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. For more information on group discounts please ā€¢ Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. contact Blake Humble at 858-866-9352 or email ā€¢ All discount offers cannot be combined with any other offer. him at Blake.Humble@ASMIWeb.com. ā€¢ Discounts cannot be applied retroactively 6 www.ASMIweb.com/Customer
  • 7. Customer Experience Management Training 2010 Logistics & Registration to register Call Fax this Form to Visit 877-992-9522 866-234-0680 www.ASMIweb.com/Customer Registration Form Yes! Register me for Customer Experience Management Training 2010 Please call me. I am interested in a special Group Discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information: Check Purchase Order / Training Form Credit Card Credit Card Number Expiration Date Veriļ¬cation no. Name on Card Billing Zip Please make checks payable to: The Performance Institute Priority Code: B304-WEB www.ASMIweb.com/Customer 7
  • 8. ASMIā€™s vision In this challenging economic landscape, organizations must develop and execute innovative strategies to survive and thrive. Performance and process improvement methodologies give managers the tools they need to run leaner, more efļ¬cient businesses. The mission of the American Strategic Management Institute (ASMI) is to connect business leaders with best-in-class practices and training to address management challenges and improve results. ASMI has grown into one of the nationā€™s most innovative training providers, combining market research and industry insight to deliver experiences and tools to inspire leaders and grow businesses. Through virtual sessions, national summits, training programs and consulting services, ASMI brings together leaders to share insights, ideas and actions to transform organizations. Areas of Focus: Performance Management: Using business analytics to drive strategy Process Improvement: Leaning processes for efļ¬ciency and quality improvement Financial Management: Budgeting and forecasting for better decision-making Project Management: Managing projects to deliver results on time, within scope and in budget Leadership Development: Building leadership skills to manage in times of change and conļ¬‚ict Services: Virtual Training Brieļ¬ngs 90-minute training sessions for the latest tools and techniques to deliver results. National Summits National events allowing business leaders to share best practices and strategies for success. Training Programs Methodology-based training modules in management competencies, offered publicly or custom-designed for your organization Consulting Services Field experts who can bring bold change to your workforce, planning processes. ASMI Corporate Headquarters 805 15th Street, NW, 3rd Floor Washington, DC 20005 Ph: 877-992-9522 Fax: 866-234-0680 www.ASMIweb.com